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Name Holding Trade Value Shares
Change 		Change in
Stake
CFC
4001
Coyle Financial Counsel
Illinois
$4.01M +$840K +1,677 +25%
CCG
4002
Catalina Capital Group
California
$4M -$887K -1,770 -18%
LIA
4003
LSP Investment Advisors
New York
$4M – – –
TA
4004
TFB Advisors
Kansas
$4M +$3.51K +7 +0.1%
RW
4005
Rede Wealth
Virginia
$4M -$1.1M -2,195 -21%
HFS
4006
Heritage Financial Services
Massachusetts
$4M -$439K -877 -10%
NCTC
4007
New Covenant Trust Company
Indiana
$4M +$89.7K +179 +2%
EWM
4008
Elmwood Wealth Management
California
$3.99M +$16K +32 +0.4%
IA
4009
IAM Advisory
Pennsylvania
$3.99M -$92.7K -185 -2%
ML
4010
Mayport LLC
Massachusetts
$3.98M -$461K -919 -10%
KA
4011
KDT Advisors
New York
$3.98M +$109K +217 +3%
BEW
4012
Burton Enright Welch
California
$3.97M +$171K +342 +4%
OLA
4013
Oliver Luxxe Assets
New Jersey
$3.97M -$256K -511 -6%
FC
4014
FCA Corp
Texas
$3.97M -$47.6K -95 -1%
CFA
4015
Camarda Financial Advisors
Florida
$3.96M -$144K -288 -3%
RIM
4016
Rockbridge Investment Management
New York
$3.96M -$47.1K -94 -1%
VW
4017
Vantus Wealth
Pennsylvania
$3.96M +$4.1M +8,180 New
CM
4018
CastleKnight Management
New York
$3.96M +$1M +2,000 +32%
SIAG
4019
Safeguard Investment Advisory Group
California
$3.95M -$329K -656 -7%
BW
4020
Balance Wealth
Ohio
$3.95M +$277K +552 +7%
VP
4021
Verum Partners
North Carolina
$3.94M -$181K -362 -4%
MM
4022
Morangie Management
Florida
$3.94M +$197K +393 +5%
JTWM
4023
Jackson Thornton Wealth Management
Alabama
$3.94M -$686K -1,369 -14%
ACM
4024
Aster Capital Management
United Arab Emirates
$3.94M +$4.07M +8,122 +33,842%
VCM
4025
Vines Capital Management
Louisiana
$3.94M +$4.08M +8,139 New
159 160
161
162 163